The Market In Pictures, January 30

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market expectations to corporate fundamentals, a resilient economy relative to others, and changes in business over recent decades....

Big Week at the FOMC

January FOMC   The Fed held its policy rate in the 3.5-3.75% range earlier this week, largely as expected. The vote was 10-2, where Governors Miran and Waller dissented in favor of a -25bp reduction (Bowman did not dissent). The Fed noted better growth and “some...

The Market In Pictures, January 23

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from broadening attempts to profitability, earnings and non-earnings, and midterms and the economy. Stay safe out there this weekend!...

The Market In Pictures, January 16

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market expectations to corporate fundamentals, a resilient economy relative to others, and changes in business over recent decades....

Around the Bond Market, January 2026

Another Cool-ish Inflation Report   The CPI rose +0.3% m/m and 2.7% y/y in Dec. The core (ex-food & energy) measure was +0.2% m/m and 2.6% y/y.   Source: Stifel as of 01.13.2026   Details of the report: Transportation services prices were flat, despite a...